Hector Valdez
Advisor at Fmsa
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Fee options
$1.00 - $99,999.00: 2.5000% annually $100,000.00 - $249,999.00: 1.9800% annually $250,000.00 - $749,999.00: 1.5000% annually $750,000.00 - $999,999.00: 1.2500% annually $1,000,000.00+: 1.0000% annually
Up to $175 per hour for financial plans and review of accounts not custody with FMSA
Account minimum: $1.00
Work history
HSO
2023 - Present (3 years)
HSO
2021 - 2023 (2 years)
SAGlobal
2017 - 2020 (3 years)
XAPT Corporation
2013 - 2017 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Jose D
CFP®, Series 63, Series 66
Brownsville, TX
Edward Jones
Donald H
Series 63, Series 66
Brownsville, TX
Henderson Capital & Wealth Management, LLC
Moises R
Series 65
Los Fresnos, TX
Nvest Advisors, LLC
Flavio G
Series 63, Series 65
Bolton, MA
Bolton Securities Corporation
Joel G
Series 66
Brownsville, TX
SPC
Thomas D
Series 66
Brownsville, TX
Private Advisor Group, Llc
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